Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.615 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49323.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45262.0 Kr¶
PnL: ---------------------------------------> 206.0 Kr¶
DD now: ---------------------------------> -7.148 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:55:26.879149'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.080000 | 1666.440000 | 197.440000 | 13.440000 | 1468.999998 |
| Orrön Energy | 180 | -1.230000 | 2175.300000 | 132.300000 | 6.480000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.100000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Sagax B | 4 | -0.400000 | 893.600000 | 39.600000 | 4.640000 | 854.000000 |
| Catena | 2 | -1.140000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| Hexatronic Group | 12 | 0.240000 | 1004.160000 | 37.160000 | 3.840000 | 966.999996 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| JM | 6 | -0.400000 | 898.800000 | 34.800000 | 4.030000 | 864.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| Sedana Medical | 93 | -4.260000 | 2548.200000 | 27.200000 | 1.080000 | 2521.000011 |
| OX2 | 13 | 2.110000 | 975.000000 | 25.000000 | 2.630000 | 949.999999 |
| Bilia A | 8 | 0.610000 | 921.600000 | 21.600000 | 2.400000 | 900.000000 |
| BioGaia B | 8 | -0.590000 | 944.800000 | 14.800000 | 1.590000 | 930.000000 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| VEF | 909 | -2.760000 | 1856.180000 | 6.180000 | 0.330000 | 1850.000436 |
| Byggmax Group | 33 | -1.420000 | 959.640000 | 3.640000 | 0.380000 | 956.000001 |
| AcadeMedia | 8 | -1.080000 | 402.000000 | 0.000000 | 0.000000 | 402.000000 |
| Clas Ohlson B | 12 | -1.460000 | 969.600000 | -3.400000 | -0.350000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.730000 | 774.000000 | -5.000000 | -0.640000 | 779.000001 |
| EQT | 4 | -1.340000 | 825.200000 | -6.800000 | -0.820000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Addnode Group B | 11 | -0.790000 | 894.850000 | -26.150000 | -2.840000 | 921.000003 |
| SKF B | 5 | -0.540000 | 913.250000 | -26.750000 | -2.850000 | 940.000000 |
| Indutrade | 5 | -0.340000 | 1186.000000 | -32.000000 | -2.630000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.610000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Latour B | 4 | -0.540000 | 811.600000 | -45.400000 | -5.300000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.690000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| Hexagon B | 26 | -1.930000 | 3367.000000 | -94.000000 | -2.720000 | 3461.000010 |
| BHG Group | 97 | -1.760000 | 1357.030000 | -101.970000 | -6.990000 | 1458.999989 |
| TOTAL | 45262.000000 | 206.000000 | -7.14756% | 45056.000411 |
Updated:¶
'2023-07-05 11:55:43.559786'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
